PTY
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -3.0% ·
Aktienfluss +4.5% ·
neue Nettopositionen -6.2%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 2.72M | +0.2% | $32.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 2.65M | -3.5% | $31.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.60M | +0.6% | $31.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Wells Fargo & Company/Mn | 2.45M | +14.5% | $29.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Invesco Ltd. | 1.49M | +7.9% | $17.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Cetera Investment Advisers | 1.30M | +12.9% | $15.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 949.38K | +13.4% | $11.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 931.88K | +14.0% | $11.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 638.18K | +6.3% | $7.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 441.51K | -3.8% | $5.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 336.24K | +7.8% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 309.62K | +7.5% | $3.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 260.45K | +12.7% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 257.09K | +313.7% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 176.46K | +0.7% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | UBS Group AG | 157.10K | -15.6% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 17 | Financial Engines Advisors L.L.C. | 105.32K | -0.7% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 102.91K | Neu | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 19 | Mariner, LLC | 77.65K | -40.5% | $934,152 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 66.21K | +11.2% | $796,457 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Jane Street Group, Llc | 60.52K | -71.1% | $728,056 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 52.53K | +27.1% | $631,969 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Susquehanna International Group, Llp | 51.65K | -15.7% | $621,289 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Captrust Financial Advisors | 40.14K | -62.4% | $482,936 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 31.25K | +4.8% | $375,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Focus Partners Wealth | 30.34K | +59.0% | $364,948 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Nomura Holdings Inc | 20.00K | +35.1% | $240,600 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Creative Planning | 19.03K | -11.2% | $228,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 15.47K | Neu | $186,109 | 0.0% | New | 1 | SEC ↗ |
| 30 | BlackRock ✦ (passiv) | 13.16K | 0.0% | $158,315 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 7.59K | -3.8% | $91,259 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 32 | Assetmark, Inc | 98 | -83.6% | $1,179 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $1.24M | 0.0% |
| Corient Private Wealth LP | $186,109 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $833,391 | war 0.0% |
| Lido Advisors, LLC | $373,467 | war 0.0% |
| Northern Trust Corp | $293,745 | war 0.0% |
| Jones Financial Companies Lllp | $23,380 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 220 Inhaber, 33.42M Anteile, $377.81M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.